Wealth Operations Delivery Manager

Wealth Operations Delivery Manager

Company: Truist Financial

Location: Charlotte, NC

Employment Type: Full Time

Date Posted: 02/17/2026

Job Categories: Banking, Finance/Economics, Information Technology

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Provide leadership and direction to teams in order to ensure Truist Wealth is meeting client and organizational project objectives as well as ensuring timely and quality support to meet client first needs.

• Lead and develop teammates for continuous improvement to meet the growing needs of Truist Wealth Management as well as personal growth objectives.
• Manage and prioritize delivery demands and align the team to best meet the strategic and tactical business requirements of Truist Wealth Management.
• Ensure subject matter expertise and resources are prepared to meet day-to-day support needs; balancing priorities between support and project delivery objectives as needed.
• Build knowledge and relationships with strategic business partners, both internal and external, to proactively provide input and direction for ongoing process improvements for Truist Wealth Management.
• Reduce the opportunities for losses and exposure by executing risk management processes and providing oversight of processes assigned to the team, always keeping aware of potential risks and speaking up to ensure gaps are mitigated.

Required Qualifications:

• Bachelor's degree or comparable business experience focused towards report query development, project management and computer sciences.
• The ability to lead a team in a dynamic environment subject to the evolving demands of detailed project work.
• A thorough understanding and demonstrated application of analytical principals as well as adept, creative problem solving abilities.
• Strong oral and written communication skills.

Preferred Qualifications:

• Broad Wealth Management (Trust and or Brokerage) business and application knowledge.
• General accounting and mathematical knowledge.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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